Fundamenta Capital S.A. — 13F holdings

Fundamenta Capital S.A. reported 14 holdings worth $172M in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

1. BAP CREDICORP LTD — $27.3M (15.8%)
2. ENIC ENEL CHILE S.A. — $21.9M (12.7%)
3. PAM PAMPA ENERGIA S A — $18.0M (10.5%)
4. TGS TRANSPORTADORA DE GAS SUR — $16.4M (9.5%)
5. CCU COMPANIA CERVECERIAS UNIDAS — $13.4M (7.8%)
6. VIST VISTA ENERGY S.A.B. DE C.V. — $13.3M (7.7%)
7. BSAC BANCO SANTANDER CHILE NEW — $13.1M (7.6%)
8. EMBJ EMBRAER S.A. — $9.96M (5.8%)
9. GGAL GRUPO FINANCIERO GALICIA S.A — $9.12M (5.3%)
10. TEO TELECOM ARGENTINA SA — $9.07M (5.3%)